Susquehanna Fundamental Investments is based out of Bala Cynwyd. Their last reported 13F filing for Q2 2024 included $4,334,520,294 in managed 13F securities
and a top 10 holdings concentration of 9.94%. Susquehanna Fundamental Investments's largest holding is JPMorgan Chase & Co. (Chemical Bank) with shares held of 303,656. Whalewisdom has at least 27 13F filings, and 3 13G filings
2024-06-30
Top Buys (13F)
| Name | % Change |
|---|---|
| WMT Walmart Inc | 1.04% |
| ADBE Adobe Systems, Inc. | 1.02% |
| CRWD Crowdstrike Holdings | 1% |
| BMY Bristol-Myers Squibb | 0.93% |
| PCAR PACCAR Inc. | 0.91% |
2024-06-30
Top Sells (13F)
| Name | % Change |
|---|---|
| BA Boeing Company | 1.71% |
| USB U.S. Bancorp (First | 1.42% |
| PFE Pfizer, Inc. | 1.04% |
| XEL Xcel Energy Inc. (No | 0.87% |
| PM Philip Morris Intern | 0.82% |
2024-06-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| JPM JPMorgan Chase & Co. | 1.42% |
| WMT Walmart Inc | 1.04% |
| ADBE Adobe Systems, Inc. | 1.02% |
| CRWD Crowdstrike Holdings | 1% |
| PM Philip Morris Intern | 0.94% |
2024-06-30
13F Activity
| Market Value | $4.33b, Prior: $2.14b |
| Inflows (Outflows) as % of Total MV | +47.3045% |
| New Purchases | 377 stocks |
| Added To | 333 stocks |
| Sold out of | 123 stocks |
| Reduced holdings in | 160 stocks |
| Top 10 Holdings % | 9.94% |
| Turnover %[1] | 47.98% |
| Turnover Alt %[2] | 10% |
| Time Held Top 20 | 0.3 quarters |
| Time Held Top 10 | 0.4 quarters |
| Time Held All | 1.38 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30